401(k) · DOL Form 5500 · 2022
Lumeris Healthcare Outcomes 401(k) Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 1,358
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $87,625
- Avg per participant Below avg balance/head
Official DOL plan name: Lumeris 401(k) Plan · Sponsored by Lumeris Healthcare Outcomes · Missouri · Finance & Insurance
$119M in assets, 1,358 participants
Lumeris Healthcare Outcomes's Lumeris 401(k) Plan reported $119M in total assets and 1,358 participants in its 2022 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,305 in Finance & Insurance (9,261 peers)
Where Lumeris 401(k) Plan sits by assets
Lumeris 401(k) Plan sits in the top 10% of all filed plans by assets, $119M for 1,358 participants (~$87,625/participant), down 10.1% in 2022.
- #8,305
- in Finance & Insurance (9,261 peers)
- -10.1%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lumeris 401(k) Plan's outsized position by total assets
Lumeris 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$118,995,426 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lumeris 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumeris 401(k) Plan lands in the large band (1,358 participants).
DOL schedule card
Filing strip 263628710 · Lumeris Healthcare Outcomes PY 2022 · 401(k)
Lumeris 401(k) Plan · $119M · 1,358 · 94th
- PHOTO $119M
- IND 1,358
- EOY 94th
- 5500 401(k)
- ASSETS near The Longstreet Clinic, P. C. 401(k) Plan and Trust
- PCT ind #8305
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Missouri →
Lumeris 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | -$13M |
| Employer EIN | 263628710 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lumeris Healthcare Outcomes)
Sponsor-wide plan assets over time
All Lumeris Healthcare Outcomes plans reported in each filing year
- Latest sponsor-wide plan assets
- $166M 39.15270911337382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,358 | $119M |
| 2023 | 1 | 1,399 | $142M |
| 2024 | 1 | 1,166 | $166M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Lumeris 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is The Longstreet Clinic, P. C. 401(k) Plan and Trust in GA ($119M); by covered participants it is Harley-Davidson Retirement Savings Plan for York Hourly Bargaining Unit Ees in WI (1,359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- The Longstreet Clinic, P. C. 401(k) Plan and Trust (GA) $119M · 596
- Grinnell Mutual Savings and Investment Plan (IA) $119M · 807
- Festo Corporation 401(k) Plan (NY) $119M · 905
- Newfold Digital, Inc. 401(k) Plan (FL) $119M · 460
Similar participant headcount
Nearest other-state filings by covered participants (1,358 participants); asset peers above are excluded.
- Harley-Davidson Retirement Savings Plan for York Hourly Bargaining Unit Ees (WI) 1,359 · 1 off
- Tri Pointe Group 401(k) Profit Sharing Plan (CA) 1,359 · 1 off
- The Columbia Southern Education Group 401(k) Plan (AL) 1,359 · 1 off
- Nibco Inc. Profit Sharing & 401(k) Savings Plan (IN) 1,359 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.